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AI Inference Silicon

Inference silicon runs trained models in production rather than training them, and rewards throughput per watt over raw peak performance. It is a distinct design problem from training, and has drawn in custom accelerator designers alongside the incumbent chip vendors.

7 stocks

# Name Holding Trade Value Theme
Stocks
% of
Portfolio
Status
201
OA
Oak Associates
Ohio
$52.8M -$19.2K 2 3.01% Reduced
202
OPFM
Optimus Prime Fund Management
Cayman Islands
$52.8M +$2.84M 1 3.76% Increased
203
CF
Cypress Funds
California
$51.6M $0 1 4.32% Maintained
204
D.A. Davidson & Co
D.A. Davidson & Co
Montana
$51.6M +$4.5M 1 0.6% Increased
205
Royal London Asset Management
Royal London Asset Management
United Kingdom
$51.5M -$1.44M 1 0.21% Reduced
206
Vident Investment Advisory
Vident Investment Advisory
Georgia
$51.3M -$5.83M 2 1.55% Reduced
207
Teacher Retirement System of Texas
Teacher Retirement System of Texas
Texas
$51.2M +$400K 2 0.28% Increased
208
Natixis
Natixis
France
$50.9M +$48.5M 2 0.18% Increased
209
Ensign Peak Advisors
Ensign Peak Advisors
Utah
$50.5M -$4.81M 1 0.11% Reduced
210
CC
Cannell & Co
New York
$49.9M -$993K 1 1.52% Reduced
211
Gateway Investment Advisers
Gateway Investment Advisers
Ohio
$49.4M -$1.24M 1 0.52% Reduced
212
Virginia Retirement Systems
Virginia Retirement Systems
Virginia
$49M +$42.9M 1 0.5% Increased
213
CCM
Compass Capital Management
Minnesota
$47.9M +$354K 1 3.69% Increased
214
Fisher Asset Management
Fisher Asset Management
Washington
$47.8M +$880K 1 0.03% Increased
215
DP
Dearborn Partners
Illinois
$46.3M +$22.3K 1 1.88% Increased
216
Conning Inc
Conning Inc
Connecticut
$45.9M -$4.34M 1 1.32% Reduced
217
Nomura Asset Management
Nomura Asset Management
Japan
$45.9M -$1.18M 1 0.26% Reduced
218
Weiss Multi-Strategy Advisers
Weiss Multi-Strategy Advisers
New York
$45.9M +$42.6M 2 0.99% Increased
219
Manning & Napier Group
Manning & Napier Group
New York
$45.3M -$496K 1 0.39% Reduced
220
Vaughan David Investments
Vaughan David Investments
Illinois
$44.9M +$5.67K 1 1.43% Increased
221
Artemis Investment Management
Artemis Investment Management
United Kingdom
$43.9M -$7.25M 1 0.35% Reduced
222
Tocqueville Asset Management
Tocqueville Asset Management
New York
$43.9M -$242K 1 0.65% Reduced
223
William Blair & Company
William Blair & Company
Illinois
$42.9M +$3.46M 1 0.15% Increased
224
Arizona State Retirement System
Arizona State Retirement System
Arizona
$42.1M -$492K 2 0.34% Reduced
225
Mackenzie Financial
Mackenzie Financial
Ontario, Canada
$41.4M +$1.45M 2 0.06% Increased